LFG
CRT

Larson Financial Group’s Cross Timbers Royalty Trust CRT Stock Holding History

Larson Financial Group’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-690
Closed -$6.81K – 3489
2025
Q2 		$6.81K Sell
690
-60
-8% -$612 ﹤0.01% 1971
2025
Q1 		$9.79K Hold
750
– – ﹤0.01% 1643
2024
Q4 		$7.38K Hold
750
– – ﹤0.01% 1576
2024
Q3 		$7.85K Hold
750
– – ﹤0.01% 1571
2024
Q2 		$8.08K Buy
+750
New +$9.96K ﹤0.01% 1325

Other funds holding CRT

MAA
Mraz Amerine & Associates Modesto, California $678M AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $19.9B AUM 30.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return